To Use BCM or not...I need help

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Outlook version
Outlook 2010 32 bit
Email Account
POP3
I just installed BCM for Outlook 2010 and I am having a hard time figuring out if it is overkill for my business or not. I own a funeral home and I want to keep track of people have served and potential clients. I have previously used a custom form I made in Outlook and it met my needs. I like how you customize forms in BCM...I am just confused how I could organize my clients, by year. Do I have to use the default folder system? I want this as simple as possible...and to be able to share information on a non Microsoft Exchange 3 computer network. Are there any books or help out there to help. I haven't found any doing searches. Would like to hear how people use this program. I need to know this program ASAP if I am to use it...Microsoft doesn't make things very easy outside box. I would appreciate it.
 

Diane Poremsky

Senior Member
Outlook version
Outlook 2016 32 bit
Email Account
Office 365 Exchange
I'm thinking it might be overkill... how well did the custom form work for you? Because it sounds like you don't need a fancy CRM with leads and other relationship managment features. I think contact folders by year would be easier. The only advantage is that is it sharable on a local network.

There isn't a lot of information available for BCM.
 
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